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Orion Portfolio Solutions, LLC: APP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on APP, newest first. How the timeline and the estimate are built.

Orion Portfolio Solutions, LLC held 20,817 APP shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 20,817 shares
    Change vs previous 13F -1,315 shares

    0.05% of the 13F portfolio, value $5,515,854.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 22,132 shares
    Change vs previous 13F -801 shares

    0.07% of the 13F portfolio, value $7,166,931.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 22,933 shares
    Change vs previous 13F +6,058 shares

    0.03% of the 13F portfolio, value $2,993,903.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 16,875 shares
    Change vs previous 13F +8,670 shares

    0.01% of the 13F portfolio, value $1,404,337.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 8,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,950.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).